NL Financial Alliance

Our mission is to serve our clients with an entrepreneurial spirit and to provide them with beneficial financial advice. We focus on building relationships with our clients to meet a variety of their financial needs in areas such as retirement planning, estate planning, asset protection, strategic insurance and business continuations. We offer a range of high end services as well as superior quality which set us aside from our competition.

 

 

 

 

 

Roger Soo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, Lincoln Building, 60 East 42nd Street, 49th Floor, New York, NY 10165, Tel:212-986-0400. All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

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